Windchill CAPA Roles

Additional Capabilities > Windchill Quality Management Solutions > Windchill Quality Management Navigation > Quality Teams > Windchill CAPA Roles

Based on your CAPA role, you can perform different activities, tasks, and actions. However, all CAPA users can access CAPA tasks in read-only mode. An administrator defines permission levels for CAPA users. Windchill CAPA provides default roles for CAPA users. If you are an administrator, you can manage CAPA roles in the Members table. For more information, see Members Table.

CAPA records often require authorizations, reviews, and signatures. The number and types of approvers, the order in which they review the record, and other aspects of the routing are configurable. The default configuration provided by Windchill CAPA contains approvals for the following tasks:

• CAPA Plan

• CAPA Implementation

• CAPA Confirmation

• CAPA Effectiveness

You must be assigned at least one of these roles to perform a CAPA task:

Role	Available Tasks	Details
CAPA Action Effectiveness Approver	• Create new CAPA • Action effectiveness approval at the action level
CAPA Action Verifier	• Create new CAPA • Action effectiveness at the action level
CAPA Confirmer	• Create new CAPA • Action confirmation	These tasks occur in the action plan state.
CAPA Effectiveness Approver	• Create new CAPA • Effectiveness approval at the CAPA level	These tasks occur in the effectiveness state.
CAPA Implementer	• Create new CAPA • Action implementation	These tasks occur in the implementation state.
CAPA Investigation Approver	• Create new CAPA • Approve investigation	These tasks occur in the investigation state.
CAPA Investigator	• Create new CAPA • CAPA investigation	These tasks occur in the investigation state.
CAPA Manager	• Create new CAPA • Create investigation approval package • Create plan approval package • Create effectiveness approval package	This role has all the permissions on the CAPA object. Post upgrade, an administrator should create policy access control rules from Policy Administration to assign all permissions to this role.
CAPA Plan Approver	• Create new CAPA • CAPA plan approval	These tasks occur in the plan state.
CAPA Planner	• Create new CAPA • Create plan	These tasks occur in the plan state.
CAPA Requester	Create new CAPA
CAPA Reviewer	• Create new CAPA • CAPA request review	Users in this role accept, reject, or cancel CAPA requests, and perform CAPA Manager tasks. Users in this role also have the authority to review new requests and return them to the CAPA Requester for additional information, or accept the request into the system. The CAPA Reviewer can assign the new CAPA to an owner (or owner group) for further investigation.
CAPA Verifier	• Create new CAPA • Effectiveness at the CAPA level
Guest	No tasks available	Guests are granted read-only access and cannot perform any tasks.
Members	Create new CAPA
People and Places Creator	Create new CAPA	This role can create new CAPA requests and add or edit people and places, using the Utilities tab.
Quality Document Creator	Create new CAPA	If Windchill CAPA has been installed as a standalone product, then this role can create a new document from Utilities > Quality Document Administration.
Quality Part Creator	Create new CAPA	If Windchill CAPA has been installed as a standalone product, then this role can create a new part from Utilities > Quality Part Administration.
Quality System Manager	All tasks	The user who creates a quality context is automatically assigned the role of Quality System Manager, who can do the following: • Invite team members to join the quality context and assign them the necessary roles. • Make changes to the quality context’s team, such as adding, removing, or replacing team members. • Add or remove roles for the quality context. • Change a nonconformance’s workflow state from a nonconformance’s information page by choosing Actions > Set State.

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